Vestor Capital LLC Sells 14,311 Shares of Seagate Technology Holdings PLC $STX

Posted by Francis Steltz on Aug 1st, 2026

Vestor Capital LLC trimmed its holdings in shares of Seagate Technology Holdings PLC (NASDAQ:STX – Free Report) by 95.4% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 689 shares of the data storage provider’s stock after selling 14,311 shares during the quarter. Vestor Capital LLC’s holdings in Seagate Technology were worth $270,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in STX. Annis Gardner Whiting Capital Advisors LLC increased its stake in Seagate Technology by 23.1% during the first quarter. Annis Gardner Whiting Capital Advisors LLC now owns 80 shares of the data storage provider’s stock worth $31,000 after acquiring an additional 15 shares during the last quarter. Salomon & Ludwin LLC lifted its stake in shares of Seagate Technology by 124.4% in the 4th quarter. Salomon & Ludwin LLC now owns 92 shares of the data storage provider’s stock valued at $27,000 after purchasing an additional 51 shares during the last quarter. WealthCollab LLC lifted its stake in shares of Seagate Technology by 27.4% in the 1st quarter. WealthCollab LLC now owns 93 shares of the data storage provider’s stock valued at $36,000 after purchasing an additional 20 shares during the last quarter. Catalyst Capital Advisors LLC purchased a new position in shares of Seagate Technology in the 1st quarter worth approximately $39,000. Finally, Concord Wealth Partners bought a new position in shares of Seagate Technology during the 4th quarter valued at approximately $28,000. Institutional investors own 92.87% of the company’s stock.

Seagate Technology News Summary

Here are the key news stories impacting Seagate Technology this week:

Positive Sentiment: Strong earnings and guidance: Seagate reported adjusted earnings of $5.71 per share versus the $5.10 consensus estimate, while revenue reached $3.63 billion against expectations of $3.50 billion. Revenue increased 48.5% year over year, and fiscal Q1 2027 EPS guidance of $7.10-$7.50 exceeded the bullish outlook. Seagate Technology Shares Up After Earnings Beat
Positive Sentiment: AI storage demand is the central growth catalyst: Cloud providers and data centers are reserving high-capacity HDDs for AI training data, model outputs and other persistent data. Allocated nearline supply through 2028, expanding Mozaic drives and HAMR technology—supporting capacities of up to 44TB—provide Seagate with unusually strong demand visibility. Seagate HAMR and AI Storage Growth
Positive Sentiment: Analyst sentiment has strengthened: Zacks upgraded STX to “strong buy,” while Argus and Barclays raised price targets to $900 and $1,250, respectively. Citi, JPMorgan, Wedbush, TD Cowen, Susquehanna and Wells Fargo also issued bullish outlooks, contributing to a consensus “moderate buy” rating. Analysts Raise Seagate Price Targets
Neutral Sentiment: Broader AI infrastructure enthusiasm is supporting storage stocks as major technology companies are expected to spend more than $750 billion on AI infrastructure in 2026. This improves the industry backdrop but also means STX’s valuation and performance remain sensitive to AI spending expectations.
Negative Sentiment: Valuation risk is rising: After a substantial 2026 rally, Seagate trades at a premium earnings multiple. Analysts note that strong execution is already reflected in the stock, leaving less room for delays in HAMR adoption, weaker pricing or any slowdown in data-center demand. Seagate Valuation After Its Rally

Wall Street Analysts Forecast Growth

STX has been the topic of several recent research reports. Fox Advisors lowered Seagate Technology from an “overweight” rating to an “equal weight” rating in a report on Monday, June 22nd. Susquehanna lifted their price objective on shares of Seagate Technology from $775.00 to $875.00 and gave the stock a “neutral” rating in a research note on Wednesday. Citigroup increased their target price on shares of Seagate Technology from $1,240.00 to $1,300.00 and gave the company a “buy” rating in a research note on Wednesday. Barclays raised their target price on shares of Seagate Technology from $1,000.00 to $1,250.00 and gave the stock an “overweight” rating in a report on Thursday. Finally, Melius Research started coverage on shares of Seagate Technology in a research note on Monday, June 29th. They set a “buy” rating and a $1,600.00 price target for the company. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and four have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $986.00.

Check Out Our Latest Stock Analysis on Seagate Technology

Insider Activity at Seagate Technology

In other Seagate Technology news, CFO Gianluca Romano sold 903 shares of the business’s stock in a transaction dated Friday, June 12th. The shares were sold at an average price of $880.19, for a total value of $794,811.57. Following the completion of the sale, the chief financial officer directly owned 42,860 shares of the company’s stock, valued at $37,724,943.40. The trade was a 2.06% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP John Christopher Morris sold 1,364 shares of the company’s stock in a transaction dated Friday, June 12th. The stock was sold at an average price of $880.19, for a total transaction of $1,200,579.16. Following the completion of the transaction, the executive vice president owned 12,088 shares in the company, valued at $10,639,736.72. This represents a 10.14% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 151,069 shares of company stock valued at $126,191,753 in the last quarter. Corporate insiders own 0.79% of the company’s stock.

Seagate Technology Stock Performance

Shares of Seagate Technology stock opened at $856.13 on Friday. The company has a quick ratio of 0.85, a current ratio of 1.67 and a debt-to-equity ratio of 1.56. The stock’s fifty day moving average is $896.91 and its two-hundred day moving average is $627.82. Seagate Technology Holdings PLC has a 52 week low of $144.75 and a 52 week high of $1,145.00. The company has a market capitalization of $191.97 billion, a PE ratio of 61.68 and a beta of 2.04.

Seagate Technology (NASDAQ:STX – Get Free Report) last released its earnings results on Tuesday, July 28th. The data storage provider reported $5.71 earnings per share for the quarter, topping the consensus estimate of $5.10 by $0.61. The business had revenue of $3.63 billion during the quarter, compared to the consensus estimate of $3.50 billion. Seagate Technology had a return on equity of 369.98% and a net margin of 26.11%.The business’s revenue for the quarter was up 48.5% compared to the same quarter last year. During the same period last year, the company earned $2.59 earnings per share. Seagate Technology has set its Q1 2027 guidance at 7.100-7.500 EPS. As a group, analysts expect that Seagate Technology Holdings PLC will post 28.25 earnings per share for the current year.

Seagate Technology Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, October 7th. Investors of record on Thursday, September 24th will be issued a dividend of $0.74 per share. The ex-dividend date is Thursday, September 24th. This represents a $2.96 dividend on an annualized basis and a yield of 0.3%. Seagate Technology’s dividend payout ratio (DPR) is presently 21.33%.

Seagate Technology Company Profile

(Free Report)

Seagate Technology (NASDAQ: STX) is a global data storage company that designs, manufactures and sells a broad range of storage products and systems. The firm’s product portfolio includes traditional hard disk drives (HDDs), solid-state drives (SSDs), hybrid storage devices and integrated storage systems aimed at enterprise, cloud, OEM and consumer markets. Seagate also provides services that support its hardware offerings, including data recovery and storage management solutions.

Seagate’s products are used in a wide array of applications, from large-scale data centers and cloud infrastructure to desktop and portable consumer devices.